Experience

Urban Corps Of San Diego

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• CEO

  • Jan 2019 - Present

• CFO & Director of Operations

  • Oct 2014 - Present



AAA Power Sweepers

• Owner

  • Jan 2000 - May 2015



Kennedy & Kennedy

• CPA Consultant

  • Jul 2011 - Oct 2014

  Key results: • Overhaul accounting department procedures for increased efficiency and financial controls. • Redesign chart of accounts and department/program structures to better communicate company performance and increase workflow efficiency. • Developed accounting procedures/processes and reporting from scratch for new business or businesses that have never had any accounting systems in place. • Manage external audits by outside CPA firms and prepare annual tax… Show more Key results: • Overhaul accounting department procedures for increased efficiency and financial controls. • Redesign chart of accounts and department/program structures to better communicate company performance and increase workflow efficiency. • Developed accounting procedures/processes and reporting from scratch for new business or businesses that have never had any accounting systems in place. • Manage external audits by outside CPA firms and prepare annual tax returns. • Prepare month and year end close and reporting. • Manage personnel files, setup new employees in payroll system and process payroll. • Prepare Grant reports and properly track grant expenditures. • Maintain donor database and donor reporting. Show less Key results: • Overhaul accounting department procedures for increased efficiency and financial controls. • Redesign chart of accounts and department/program structures to better communicate company performance and increase workflow efficiency. • Developed accounting procedures/processes and reporting from scratch for new business or businesses that have never had any accounting systems in place. • Manage external audits by outside CPA firms and prepare annual tax… Show more Key results: • Overhaul accounting department procedures for increased efficiency and financial controls. • Redesign chart of accounts and department/program structures to better communicate company performance and increase workflow efficiency. • Developed accounting procedures/processes and reporting from scratch for new business or businesses that have never had any accounting systems in place. • Manage external audits by outside CPA firms and prepare annual tax returns. • Prepare month and year end close and reporting. • Manage personnel files, setup new employees in payroll system and process payroll. • Prepare Grant reports and properly track grant expenditures. • Maintain donor database and donor reporting. Show less



TGG Accounting

• United States
• Accounting
• 1 - 100 Employee

• Controller

  • Sep 2010 - Mar 2011

  Outsourced Accounting Outsourced Accounting



Rock Church

• United States
• Religious Institutions
• 100 - 200 Employee

• Controller

  • Nov 2004 - Jul 2010



CUSO FINANCIAL SERVICES

• Accounting Manager

  • Dec 2003 - Nov 2004

  Directed 4 staff accountants in the daily operations of a Broker/Dealer for Credit Unions. Transitioned company from an inexperienced accounting manager to a smooth running accounting department. Key results: Prepared monthly and year-end close financial statements. Prepared monthly and quarterly reporting for SEC. Revised commission calculation procedures to assure accuracy and timeliness. Organized their A/R and A/P functions. Directed 4 staff accountants in the daily operations of a Broker/Dealer for Credit Unions. Transitioned company from an inexperienced accounting manager to a smooth running accounting department. Key results: Prepared monthly and year-end close financial statements. Prepared monthly and quarterly reporting for SEC. Revised commission calculation procedures to assure accuracy and timeliness. Organized their A/R and A/P functions.



CORADINO HICKEY & HANSON

• Staff Accountant

  • Nov 1999 - Mar 2003

  Developed audit plans, evaluated accounting operations and planned fieldwork for a variety of clients ranging from small manufactures to large distributors. Performed a full spectrum of accounting functions including audit testing, tests of controls, and evaluation and documentation of accounting systems. Key results: Conducted financial, compliance, and operational audits resulting in improved controls and operating efficiencies. Reviewed and adjusted client's general… Show more Developed audit plans, evaluated accounting operations and planned fieldwork for a variety of clients ranging from small manufactures to large distributors. Performed a full spectrum of accounting functions including audit testing, tests of controls, and evaluation and documentation of accounting systems. Key results: Conducted financial, compliance, and operational audits resulting in improved controls and operating efficiencies. Reviewed and adjusted client's general ledgers. Prepared individual and corporate tax returns and projections. Performed business valuations in order to facilitate mergers and legal proceedings. Analyzed inventory controls and oversaw inventory counts to make sure inventory was properly valued. Show less Developed audit plans, evaluated accounting operations and planned fieldwork for a variety of clients ranging from small manufactures to large distributors. Performed a full spectrum of accounting functions including audit testing, tests of controls, and evaluation and documentation of accounting systems. Key results: Conducted financial, compliance, and operational audits resulting in improved controls and operating efficiencies. Reviewed and adjusted client's general… Show more Developed audit plans, evaluated accounting operations and planned fieldwork for a variety of clients ranging from small manufactures to large distributors. Performed a full spectrum of accounting functions including audit testing, tests of controls, and evaluation and documentation of accounting systems. Key results: Conducted financial, compliance, and operational audits resulting in improved controls and operating efficiencies. Reviewed and adjusted client's general ledgers. Prepared individual and corporate tax returns and projections. Performed business valuations in order to facilitate mergers and legal proceedings. Analyzed inventory controls and oversaw inventory counts to make sure inventory was properly valued. Show less



SAN DIEGO YOUTH AND COMMUNITY SERVICES

• Accounting Manager

  • Dec 1998 - Nov 1999

  Brought in as consultant to help accounting department update procedures and improve reporting. Indentified weaknesses in accounting management and ended up running entire department until proper management was hired. Key results: Hired and trained key accounting personnel Increased timeliness of monthly quarterly reporting for city and county grants. Maximized use of grant money to cover all program costs. Brought in as consultant to help accounting department update procedures and improve reporting. Indentified weaknesses in accounting management and ended up running entire department until proper management was hired. Key results: Hired and trained key accounting personnel Increased timeliness of monthly quarterly reporting for city and county grants. Maximized use of grant money to cover all program costs.



R. NAVARRO & ASSOCIATES

• Staff Accountant

  • Oct 1997 - Nov 1998

  Member of audit team working mostly in Washington DC auditing large government agencies such as the Nuclear Regulatory Commission and branches of the Department of Labor. Key results: Conducted financial, compliance, and operational audits for large government agencies and non-profits. Worked with Deloitte & Touche on bank compliance reviews. Analyzed and prepared accounting procedures manual for non-profit clients. Member of audit team working mostly in Washington DC auditing large government agencies such as the Nuclear Regulatory Commission and branches of the Department of Labor. Key results: Conducted financial, compliance, and operational audits for large government agencies and non-profits. Worked with Deloitte & Touche on bank compliance reviews. Analyzed and prepared accounting procedures manual for non-profit clients.